{"id":3470,"date":"2023-04-12T15:33:22","date_gmt":"2023-04-12T15:33:22","guid":{"rendered":"https:\/\/quebit.com\/askquebit\/minimum-values-planning-analytics-workspace\/"},"modified":"2026-01-20T16:22:51","modified_gmt":"2026-01-20T16:22:51","slug":"minimum-values-planning-analytics-workspace","status":"publish","type":"post","link":"https:\/\/quebit.com\/askquebit\/minimum-values-planning-analytics-workspace\/","title":{"rendered":"How Do I Use Minimum Values in Planning Analytics Workspace (PAW)?"},"content":{"rendered":"<p>You can add rules (or \u201cformulas\u201d) to a cube in IBM Planning Analytics to create complex data calculations\u00a0based upon your organizations business rules. Rules can do a variety of things, such as override consolidations that are occurring in the cube, calculate values (like sales = units multiplied by item price), and so on. But Planning Analytics Workspace also provides users the ability to enhance views with various calculations within the interface without having to create a new rule.<\/p>\n<p><strong>Summary Calculations<\/strong><\/p>\n<p><strong>Summary Calculations<\/strong> apply to <em>all leaf members and all unexpanded consolidated members that are visible on a row or column within a view<\/em> and the calculation updates automatically when the members visible in the view change (either by drilling down or rolling up a consolidated member, or by changing the set used in the view). There are a number of \u201cout of the box\u201d summary calculations that you can easily implement. These are:<\/p>\n<ul>\n<li><strong>Average <\/strong>which displays the <u>average<\/u> value of the members.<\/li>\n<li><strong>Minimum and Maximum <\/strong>that displays the <u>smallest<\/u> and largest value of the members.<\/li>\n<li><strong>Median <\/strong>is handy to displays the median (or middle value) value of the members.<\/li>\n<li><strong>Sum <\/strong>simply displays the total of the members.<\/li>\n<li><strong>Aggregate <\/strong>creates an aggregate calculation allowing you to summarize values that can&#8217;t easily be added up or averaged.<\/li>\n<\/ul>\n<p><strong>Examples<\/strong><\/p>\n<p>To create a summary calculation, you simply <em>right-click<\/em> on a row or column label in a view (that you want to create the calculation on) and then click\u00a0<strong>Summarize all<\/strong>. On the Summarize all dialog, you can optionally type a name for the calculation (you can also use the Rename feature later to change its name), select the type of calculation that you want to create, and then click\u00a0OK.<\/p>\n<p>Let\u2019s try adding a Summary calculation to a view. Suppose we have a view showing a <strong>Time dimension<\/strong> on columns. It shows <em>Total Year<\/em>, which is expanded to show <em>Q1<\/em>, <em>Q2<\/em>, <em>Q3<\/em> and <em>Q4<\/em>, and Q1 is expanded to sow <em>Jan<\/em>, <em>Feb<\/em> and <em>Mar<\/em>. Below we see motorcycle sales for all models of a selected brand by each time period mentioned:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2279 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/06\/MIN1-min.jpg\" alt=\"\" width=\"900\" height=\"312\" \/><\/p>\n<p>If we want to create a summary calculation on all of the visible columns to show us the minimum values of each row, how would we do that, and which members will be included in the calculation? Well, first we can select all of the columns, right-click on any selected column label and select Summarize all\u2026<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2280 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/06\/MIN2-min.jpg\" alt=\"\" width=\"900\" height=\"580\" \/><\/p>\n<p>On the Summarize all dialog I\u2019ve let the name default and selected Minimum:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2275 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/06\/MIN3-min.jpg\" alt=\"\" width=\"683\" height=\"352\" \/><\/p>\n<p>Once I click OK, PAW adds the new column to the view, and I can see that it has automatically calculated the minimum value of each row. If I drill down on the \u201cAll Models\u201d calculation (to show sales by each model) the summary calculation again automatically calculates the minimum value for each model row:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2276 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/06\/MIN4-min.jpg\" alt=\"\" width=\"900\" height=\"400\" \/><\/p>\n<p><strong>Renaming a Calculation<\/strong><\/p>\n<p>Since I let PAW name my calculation, I can now right click on the row label of the calculation and on the Rename a calculation popup, I can enter a \u201cbetter\u201d name (and don\u2019t worry, PAW will <em>spell check<\/em> whatever you type for you!):<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2277 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/06\/MIN5-min.jpg\" alt=\"\" width=\"665\" height=\"171\" \/><\/p>\n<p>Below you can see the updated calculation name \u2013 I\u2019ve also added a <strong>Maximum Sales Value calculation<\/strong> as well:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2278 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/06\/MIN6-min.jpg\" alt=\"\" width=\"900\" height=\"352\" \/><\/p>\n<p>Once you save the view, your summary calculations will be saved with it and will also be visible to any user that has access to the view (and underlining data).<\/p>\n<p><strong>Interested in Planning Analytics Workspace?<\/strong><\/p>\n<p>Are you interested in enhancing your IBM Planning Analytics Workspace views using summary calculations and other features? <a href=\"https:\/\/quebit.com\/who-we-are\/contact-us\/\">Contact QueBIT<\/a> today. We would be happy to discuss your needs and offer recommendations.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>You can add rules (or \u201cformulas\u201d) to a cube in IBM Planning Analytics to create complex data calculations\u00a0based upon your organizations business rules. Rules can do a variety of things, such as override consolidations that are occurring in the cube, calculate values (like sales = units multiplied by item price), and so on. But Planning&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[24],"tags":[38,36,51],"class_list":["post-3470","post","type-post","status-publish","format-standard","hentry","category-ibm","tag-how-tos","tag-planning-analytics","tag-planning-analytics-how-tos"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How Do I Use Minimum Values in Planning Analytics Workspace (PAW)? - QueBIT<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/quebit.com\/askquebit\/minimum-values-planning-analytics-workspace\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How Do I Use Minimum Values in Planning Analytics Workspace (PAW)? - QueBIT\" \/>\n<meta property=\"og:description\" content=\"You can add rules (or \u201cformulas\u201d) to a cube in IBM Planning Analytics to create complex data calculations\u00a0based upon your organizations business rules. 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